The  Retirement Planning tool provides an Estimate of Benefits, Shortfall Analysis and Cost of Delay for any investments and pensions your client may have including State Pension Benefit.
  • Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.
  • Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement.

Full training and ongoing telephone support are provided with this subscription.

Book a Demo

Retirement Planning


Classic+, Premium & Ultimate